Press releases and media stories on PractiFI.

PractiFI at centre of Mercer’s unprecedented investment in innovation

As reported in Money Management, Financial Standard and Financial Observer, PractiFI is proud to announce that Mercer, a leading provider of outsourced superannuation administration services in Australia and a global consulting leader in advancing health, wealth, and careers, has chosen PractiFI as its core platform for customer management.

“Having launched PractiFI in Sep 2014, I’m excited to see us already implementing at a major institutional client site,” said PractiFI CEO Glenn Elliott.

Andrew Godfrey, Leader of Mercer’s Financial Services business in the Pacific market, said “Mercer is in a period of unprecedented investment in innovation and customer service. PractiFI provides us with a core customer management platform that will be critical in helping us create improved customer experiences.”

“We can run real time analytics on sales and service performance across the different divisions of the business and we’re streamlining our customer service with integrated telephony, workflow and team collaboration.

“PractiFI is helping us manage stronger relationships with customers, track every interaction in a single customer view, and manage common workflows across customer service, advice and operations,” said Mr Godfrey.

PractiFI’s Glenn Elliott added “PractiFI has taken the Salesforce platform and crafted it to the needs of wealth management.”

“We’re moving ahead much faster than the market expected.”

 

About PractiFI 
PractiFI is the platform for running wealth businesses on Salesforce. PractiFI connects financial advice, superannuation/pensions, insurance, investments and lending onto Salesforce.

Media enquiries
Jeremy Goff
M: +61 411 477233
E: Jeremy@capital-e.com.au

Press Release: PractiFI & Omnium bring transparency to insurance advice

In a first for the Australian wealth sector, Omnium’s industry-leading life insurance research solution, OmniLife, has been integrated into the PractiFI platform as a fully branded tool.

“This is a game changer for the superannuation and advice industries”, PractiFI CEO Glenn Elliott said today.

“PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just white-labelled”, Elliott said.

“We’ve put OmniLife right there, front and centre for more advisers. It’s about choice.”

“Several large AMP advice practices, including PFG Financial Services, have already selected PractIFI to run their businesses.”

Omnium’s Trishanth Chandrahasan endorsed the PractiFI partnership.

“We’re really excited about integrating OmniLife with a truly forward thinking wealth management platform, and even more excited about what’s to come for this powerful collaboration”.

“Transparent partnerships like this offer genuine choice in wealth technology”, said PractiFI’s Glenn Elliott.

He added “I’m thrilled that we’ve been able to bring the OmniLife integration to market so quickly.”

 

About PractiFI 
PractiFI is the platform for running wealth businesses on Salesforce. PractiFI connects financial advice, superannuation/pensions, insurance, investments and lending onto Salesforce.

Media enquiries
Jeremy Goff
M: +61 411 477233
E: Jeremy@capital-e.com.au